by Barbara Pizzolato | Aug 13, 2020 | Estate Planning
Today, many people are using a revocable living trust instead of a will or joint ownership as the foundation of their estate plan. When properly prepared, a revocable living trust avoids the public, costly and time-consuming court processes of conservatorship or...
by Barbara M. Pizzolato, Esq. | Aug 23, 2014 | Estate and Trust Administration
Trustees are required to act in the best interests of the trust and its beneficiaries. However, sometimes trustees are tempted to make decisions about a trust’s finances that benefit the trustees’ financial institution more than the beneficiaries. When Eli...